Join Ceteris and the Delphi Research team for an in-depth exploration of AI and decentralized infrastructure heading into 2025. The discussion examines the evolution of AI capabilities, agent platforms, identity solutions, and the growing intersection of AI with crypto. The team analyzes emerging DePIN sectors including wireless networks, fixed bandwidth infrastructure, and the future of decentralized data networks.
đŻ Key Highlights
ⶠAnalysis of AI scaling laws and the future of model training
ⶠDeep dive into agent platforms and token frameworks
ⶠExamination of WorldCoin's identity solution and market opportunity
ⶠOverview of decentralized training developments
ⶠDiscussion of DPIN innovations in wireless and bandwidth infrastructure
ⶠAnalysis of Double Zero's dark fiber solution for blockchain networks
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ⶠCeteris' Twitter: @ceterispar1bus
ⶠPD's Twitter: @ponderingdurian
ⶠMichael's Twitter: @mrink0
ⶠRobbie's Twitter: @robbiepetersen_
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đ§ Listen on
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q
Timestamps
00:00 - Introduction and Overview
02:00 - AI Macro Landscape
08:00 - Nation State AI Competition
13:00 - Agent Platforms Discussion
19:00 - Worldcoin Bull Case
26:00 - Decentralized Training Evolution
36:00 - DePIN Overview
42:00 - Mobile Wireless Infrastructure
47:00 - Fixed Bandwidth Discussion
54:00 - Double Zero and Dark Fiber
01:00:00 - Future of Blockchain Networks
01:04:00 - Closing Thoughts
Disclaimer
This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.
